Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul Webb is an investment advisor representative with Kovack Advisors, Inc., based in Lakeland, FL. Stephen has been in the financial industry since 2016 and is registered with the state of Florida. Stephen holds the Series 6, Series 65, and SIE exams. Stephen is affiliated with OneAmerica Securities, Inc. in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
12/12/2023 - Present
Kovack Advisors, Inc. (Lakeland FL)
FL
08/09/2016 - 12/12/2023
ONEAMERICA SECURITIES, INC. (Lakeland FL)
IA
Issued 07/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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